Import Data into Atmos
Let’s get started by importing leads into your Atmos account.
Which most accurately describes your current situation?
Please choose one:
Importing from a spreadsheet
We’ve made it easy to import your leads from an existing spreadsheet.
Lead Importer
Use the lead importer to upload a CSV or XLS file. Click on your profile (top left) and from the dropdown choose âImport Leads & Dataâ. Make sure the first row in your spreadsheet is a header row (i.e. a row containing column names).

Assign Columns
After you finish uploading your data, youâll need to assign each column from your spreadsheet to a field in Atmos. To assign the data from your spreadsheet to the correct fields in Atmos, use the dropdowns in the Mappable Fields column. Press Save and Continue to move on to the next page.Â

Leads imported?
In the next step, discover how to utilize Clear Views in Atmos to accelerate your sales process.
Migrating from another CRM
Switching to Atmos from another CRM?⨠Weâve got you covered.
Lead Importer
Click on your profile (top left) and from the dropdown choose âImport Leads & Dataâ. Then, choose your previous CRM from the dropdown options.
If the CRM you use is not on this list, get in touch with us and we’ll be happy to help with the migration.

Start Import From Your Previous CRM
Youâll be directed to login to your database. Once connected, click âStart Importâ.
You can view the status and monitor the progress and/or any errors on the import page.

Import into Atmos
Once your sample import is complete and youâve corrected any errors, youâll want to initiate the full import from your import page. Then click âPerform Full Importâ when prompted

- Need more help?
Check out our comprehensive Help Center article on importing leads from a file into your Atmos account.
Step 1: To get started, just head over to the Lead Importer page from the toolbar menu.

Import Leads & Data menu item
Leads imported?
In the next step, discover how to utilize Clear Views in Atmos to accelerate your sales process.
Selecting CRM to import from
We currently support automatic imports from the following CRMs into Atmos:
Act!, Base CRM, Batchbook, Capsule CRM, Highrise, HubSpot, Infusionsoft, Insightly, MS Dynamics, Maximizer, NetSuite CRM, Nimble, Nutshell, Onepage, Pipedrive, PipelineDeals, Pipeliner, Redtail CRM, Salesforce, SalesforceIQ*, Saleslogix, Solve, SugarCRM, Zoho CRM
If you’re currently using a CRM which is not listed above and won’t let you easily export everything into a single CSV, contact us at support@Atmos.com and we’ll see if we can help.
- Close Product Help: Importing from Salesforce
Due to API limitations set by Salesforce, if you’re performing an import from SalesforceIQ, only Accounts and Contacts will be imported into Close. Notes and other Activities are non- transferable.
Step 2: Youâll be directed to connect to your source database.

Connecting to your old CRM
Step 3: Click on âStart Importâ and Import2 executes the sample import and sends an email notification when itâs complete.

Starting Import
Step 4: You can view the status and monitor the progress and/or any errors for your sample on the import page.
